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PACIFIC WEALTH MANAGEMENT
PACIFIC WEALTH MANAGEMENT, LLC
CRD 113217 · SEC 801-77277
11512 EL CAMINO REAL STE 350, SAN DIEGO, CA, 92130, United States
Phone
858-509-9797
Fax
858-509-9984
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$371.9M
Discretionary AUM
$364.6M
Team
6 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; % OF ASSETS MONITORED
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $67.4M |
| High net worth individuals | 102 | $304.5M |
States served
AK, CA, CO, WA, FL
All web addresses on file
Official SEC filing: View on IAPD